SCHM icon

Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

925 hedge funds and large institutions have $7.75B invested in Schwab US Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 329 increasing their positions, 383 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
+25
Holders Change %
+2.78%
% of All Funds
12.41%
Holding in Top 10
64
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.03%
% of All Funds
0.86%
New
80
Increased
329
Reduced
383
Closed
39
Calls
$258K
Puts
–
Net Calls
+$258K
Net Calls Change
-$791K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$288M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.69B
3
AA
Advisory Alpha
Michigan
$235M
4
Creative Planning
Creative Planning
Kansas
$830M
5
Corient Private Wealth
Corient Private Wealth
Florida
$36.2M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$26.5M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.92M
3
DC
Davenport & Co
Virginia
$11.5M
4
PCIA
Prime Capital Investment Advisors
Kansas
$58M
5
Cerity Partners
Cerity Partners
New York
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
626
Private Trust Company
Ohio
$448K +$1.49K +53 +0.3%
MCP
627
Mirador Capital Partners
California
$445K -$1.18K -42 -0.3%
AL
628
Aspiriant LLC
California
$440K -$954K -33,993 -68%
BRWA
629
B. Riley Wealth Advisors
Florida
$436K +$436K +15,561 New
MF
630
Meridian Financial
Massachusetts
$436K -$156K -5,547 -26%
PCM
631
Park Capital Management
Wisconsin
$427K -$6.17K -220 -1%
TFP
632
Tilia Fiduciary Partners
North Carolina
$427K -$1.74K -62 -0.4%
LFG
633
Leverty Financial Group
Wisconsin
$422K -$992K -35,377 -70%
BAM
634
Bosun Asset Management
Illinois
$421K – – –
AIM
635
Acropolis Investment Management
Missouri
$421K – – –
LCM
636
Liberty Capital Management
Michigan
$418K – – –
CIS
637
Continental Investors Services
Washington
$414K -$2.89K -103 -0.7%
BW
638
BIP Wealth
Georgia
$412K -$14.9K -532 -3%
NW
639
NewEdge Wealth
Pennsylvania
$411K +$411K +14,481 New
AWG
640
Altus Wealth Group
Colorado
$411K -$7.01K -250 -2%
FC
641
FCA Corp
Texas
$408K -$53.3K -1,899 -12%
MIA
642
MeadowBrook Investment Advisors
Michigan
$406K +$17.8K +635 +5%
HC
643
Hamilton Capital
Ohio
$399K -$11.1K -397 -3%
Bank of Montreal
644
Bank of Montreal
Ontario, Canada
$398K +$24.5K +872 +7%
FVIM
645
Fort Vancouver Investment Management
Washington
$398K +$398K +14,193 New
ACA
646
Aspire Capital Advisors
Washington
$392K – – –
SAM
647
Smartleaf Asset Management
Massachusetts
$389K -$150K -5,383 -28%
M&T Bank
648
M&T Bank
New York
$388K -$40.5K -1,443 -9%
AP
649
Appleton Partners
Massachusetts
$387K +$108K +3,843 +39%
EA
650
Enclave Advisors
Texas
$384K -$4.12K -147 -1%
24 25
26
27 28